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Compare SYI vs. FAIR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI) and the Betashares Australian Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 205 | 1,168 |
Median incremental investment | $1,000.00 | $792.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,540.20 | $1,549.72 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SYI | FAIR | |
|---|---|---|
Strategy | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 622.21m in AUM and 59 holdings. The State Street SPDR MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index. | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. |
Top 3 holdings | National Australia Bank Ltd (10.81 %) Commonwealth Bank of Australia (10.58 %) Westpac Banking Corp (10.11 %) | SPI 200 FUTURES MAR26 (0 %) WOOLWORTHS GROUP LTD (5.96 %) TELSTRA GROUP LTD (5.19 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Financials (17.63 %) Real Estate (17.44 %) Health Care (16.08 %) |
Top 3 countries | Australia (100.00 %) | Australia (91.86 %) United States (5.21 %) New Zealand (2.06 %) |
Management fee | 0.2 % | 0.49 % |
Key Summary
SYI | FAIR | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Nasdaq Future Australian Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.49 % |
Price | $30.20 | $18.02 |
Size | $616.736 million | $1.113 billion |
10Y return | 14.22 % | N/A |
Annual distribution yield (5Y) | 8.27 % | 2.97 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 29/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 205 | 1,168 |
Median incremental investment | $1,000.00 | $792.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,540.20 | $1,549.72 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SYI | FAIR | |
|---|---|---|
Pros |
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Cons |
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SYI | FAIR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |